Transcription of CHECK LIST - REPORTING A DECEASED ESTATE …
1 CHECK LIST - REPORTING A DECEASED ESTATE DOCUMENTS TO BE COMPLETED DOCUMENTS TO BRING 1) Death Notice 1) Certified copy: ID of DECEASED 2) Next-of-kin Affidavit (if no Will) 2) Certified copy: Death Certificate 3) Affidavit of Care (Completed by Caregiver of minor child) 3) Original Will & Codicils 4) Inventory 4) Certified copy: Marriage Certificate or Divorce Order 5) List of Creditors (Where ESTATE is below R125 ) 5) Certified copy: ID of Applicant & all parties nominating the Applicant 6) Declaration that the ESTATE was not reported to any other offices (Master or Magistrate s Office) 6) Certified copy: Birth Certificates of all minors 7) Nominations (if no Will) 8) Undertaking & Acceptance of Master s Direction (Section 18(3) Estates) (J155) 9) Acceptance of Trust as Executor (J190) (Where ESTATE is above R 125 ) 7) Vouchers in respect of: (18(3) estates) Fixed Property: Movables: Bank Accounts: Comments: Comments: Assisted By: _____ Date: _____ Signature: _____ CONSULTATIONS AFTER PM WILL ONLY BE IN RESPECT OF: URGENT MATTERS, FUNERALS, SERVICE POINTS & MATTERS WHERE PRIOR APPOINTMENTS WERE MADE
